Cahill Financial Advisors Inc. Grows Stake in Schwab US Dividend Equity ETF $SCHD

Cahill Financial Advisors Inc. raised its position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report) by 6.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 379,548 shares of the company’s stock after purchasing an additional 22,218 shares during the period. Schwab US Dividend Equity ETF comprises 1.2% of Cahill Financial Advisors Inc.’s portfolio, making the stock its 20th biggest position. Cahill Financial Advisors Inc.’s holdings in Schwab US Dividend Equity ETF were worth $12,035,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in SCHD. Paradiem LLC bought a new stake in shares of Schwab US Dividend Equity ETF in the first quarter valued at about $56,258,000. Cibc World Market Inc. increased its position in Schwab US Dividend Equity ETF by 31.8% during the 4th quarter. Cibc World Market Inc. now owns 7,022,759 shares of the company’s stock valued at $192,634,000 after purchasing an additional 1,694,144 shares during the period. Keudell Morrison Wealth Management bought a new stake in shares of Schwab US Dividend Equity ETF in the 4th quarter valued at about $43,773,000. Baer Investment Advisory LLC purchased a new position in Schwab US Dividend Equity ETF during the first quarter valued at approximately $46,847,000. Finally, Evergreen Advisors LLC bought a new position in Schwab US Dividend Equity ETF in the fourth quarter worth approximately $41,630,000.

More Schwab US Dividend Equity ETF News

Here are the key news stories impacting Schwab US Dividend Equity ETF this week:

  • Positive Sentiment: SCHD continues to attract attention as a core income ETF, with analysts highlighting its dividend payouts and suitability for long-term retirement portfolios. This supports the fund’s appeal among income-oriented investors. 1 No-Brainer ETF I’m Loading Up on in 2026 and Beyond
  • Positive Sentiment: Recent retirement-income articles continue to feature SCHD as a potential source of portfolio cash flow, increasing its visibility among dividend investors. The fund is presented alongside other income strategies, though the articles also emphasize payment timing, yield sustainability and the risk of relying on distributions alone. How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD
  • Neutral Sentiment: Schwab’s international dividend ETF is described as a companion to SCHD, offering exposure to quality dividend payers outside the United States. Its reported performance, yield and low expense ratio may encourage investors to diversify, but it does not directly change SCHD’s holdings or earnings outlook. SCHD Has an International Twin
  • Negative Sentiment: The main near-term downside factor is technical: SCHD’s rally has stalled after reaching roughly $35, and bearish chart patterns indicate the possibility of a short-term pullback despite substantial inflows and its status as a leading dividend ETF. SCHD ETF Rally Has Stalled

Schwab US Dividend Equity ETF Trading Down 0.9%

Shares of NYSEARCA SCHD opened at $34.09 on Thursday. Schwab US Dividend Equity ETF has a 12-month low of $26.32 and a 12-month high of $35.31. The stock’s fifty day simple moving average is $33.79 and its two-hundred day simple moving average is $32.32. The stock has a market capitalization of $105.91 billion, a PE ratio of 14.57 and a beta of 0.68.

Schwab US Dividend Equity ETF Profile

(Free Report)

The Schwab U.S. Dividend Equity ETF (SCHD) is an exchange-traded fund that is based on the Dow Jones U.S. Dividend 100 index, a market-cap-weighted index of 100 dividend-paying US equities. SCHD was launched on Oct 20, 2011 and is managed by Schwab.

Featured Articles

Want to see what other hedge funds are holding SCHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab US Dividend Equity ETF (NYSEARCA:SCHDFree Report).

Institutional Ownership by Quarter for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Receive News & Ratings for Schwab US Dividend Equity ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab US Dividend Equity ETF and related companies with MarketBeat.com's FREE daily email newsletter.